Retirement Income Specialists | Income Planning Group

Plymouth's Retirement Income Specialists - With In-House Tax & Estate Planning Services

You've spent decades building your savings. We help you turn it into reliable income that lasts — and keep more of it through coordinated tax planning.

Our team brings over 100 years of combined experience in financial services. As an independent, fiduciary firm, every member of our advisory team (pictured above) — each individually registered as an Investment Advisor Representative — is committed to objective guidance built on trust. When you call, you'll always reach a real person who's ready to help.

Have questions or want to learn more? Call us at 763-559-9213 or email info@incomeplanninggroup.com.

Why Clients Choose Us

Income Planning Group, LLC BBB Business Review

Most advisors refer you to an outside accountant and a separate estate attorney, leaving you to coordinate everything yourself. We do it differently: Income Planning Group brings retirement income planning, tax preparation, and estate planning under one roof, with in-house access to a CPA, an enrolled agent and an estate planning attorney. Your financial, tax, and legacy strategies are built to work together — not in silos.

Wealth Management

We help take the mystery out of preparing for today and tomorrow. As your independent, fiduciary advisor, we offer personalized, objective guidance—selecting from a wide range of investment strategies to build a custom-tailored plan around your unique needs and goals.

Explore Wealth Management

Tax Services

Whether you are an individual needing tax preparation or advice, or a small business looking for accounting services, we can help.

See our Tax Services

Estate Planning Services

Representing individuals and families throughout the state of Minnesota with Estate Planning, Probate and Trust Administration.

Protect Your Legacy

Do you have an income plan for retirement?

Most people understand the importance of saving for retirement. Few understand the importance of having an income plan once they get there. That's where we come in.

See Why an Income Plan Matters

Our Process

Getting started with us isn't a single phone call — it's a relationship we build together

See How It Works

Meet Our Team

As an independent, fiduciary firm, we're proud of the trust our clients place in us and the objective guidance we provide every day. Visit our team page to learn more about our Financial Advisors and Partners.

Meet Our Team

Ready to Talk? Let's Start with a Conversation.

We believe the best way to start a relationship is with a real conversation, not a calendar invite. Call us at 763-559-9213 or email info@incomeplanninggroup.com, and a member of our team—not a voicemail, not a bot—will help find a time that works for you. Curious what happens next? See what to expect →

Get in Touch